Joeri @joeriwestland
shipping investor/trader. Tweets intended for information only. Retweets ≠ endorsements. No investment advice, do your own DD. Netherlands Joined December 2010-
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👀👀👀 UPDATE: Analysis of a video circulated by Houthi following the attack suggest that a Shehab drone may have been used in the attack against MSC Orion, suggesting that significantly more accurate weapons with a range of up to 1600km are now being used to target ships
👀👀👀 UPDATE: Analysis of a video circulated by Houthi following the attack suggest that a Shehab drone may have been used in the attack against MSC Orion, suggesting that significantly more accurate weapons with a range of up to 1600km are now being used to target ships
$TNP updated their data kit on the website with fresh charter information. tenn.gr/wp-content/upl… - 0 (ZERO) new shares added since Oct 2022 - Cash flow Q1 much higher then Q4 - 2 vessels (newbuild/bought Viken vessel) delivered, 1 aframax sold - Some minor charter updates.
Déjà vu as major ocean carriers scramble for tonnage and containers - The Loadstar $DAC theloadstar.com/deja-vu-as-maj…
$TNP Cleaves reporting the sale of the 2005 Suezmax Euronike for 40.5 mln USD.
Turning UP 👀
$Wawi The stuck Car carrier Carmen is out of the Baltimore port again.
$Wawi The stuck Car carrier Carmen is out of the Baltimore port again.
Wow... The container freight futures index is up another 5.5% for a new high. $ZIM $HLAG $MAERSK IronOre also up 1.5%
Wow... The container freight futures index is up another 5.5% for a new high. $ZIM $HLAG $MAERSK IronOre also up 1.5%
Another #Shipping company bites the dust. MSC to take Gram Car carriers private $GCC. Big vote of confidence for Car carriers $WAWI $HAUTO. Another one in a long string of shipping companies. If the market is not willing to value the sector better, we might loose many more...
Another #Shipping company bites the dust. MSC to take Gram Car carriers private $GCC. Big vote of confidence for Car carriers $WAWI $HAUTO. Another one in a long string of shipping companies. If the market is not willing to value the sector better, we might loose many more...
Vafias aframax sister ships sold to China as prices hit 16-year high #shipping tradewindsnews.com/tankers/vafias…
TW is reporting the price is being negotiated around $80M. If true, would be great news for $TNP and to dispose of Neo Energy (which they took the impairment on in Q4).
TW is reporting the price is being negotiated around $80M. If true, would be great news for $TNP and to dispose of Neo Energy (which they took the impairment on in Q4).
$TNP I hope this is true, nice moment to reduce LNG exposure at a "strong price offer". The ship is debt free according to this weeks 20-F. tradewindsnews.com/gas/tsakos-ene…
$TNP - Confirms the sale of its 2007 Aframax. $37M cash. Same info that was in its 20-F Friday night.
Another strong month for US ports as container flows continue to rise theloadstar.com/another-strong…
Oil Supertankers Headed for #China Jump to the Highest in a Year Some 124 of the ships are bound for the nation Vessels set for the US climbed to the highest since February #oott bloomberg.com/news/articles/…
Today ABG Sundal Collier $WAWI up to 200 (194) BUY ABG Sundal Collier $HAUTO 177 (176) BUY ABG Sundal Collier $GCC 304 (303) BUY Yesterday SEB $HAUTO new target 165 (170) BUY #carcarriers #roro #shipping
The container freight futures are now up over 10% at last look. $ZIM $HLAG $MAERSK
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And now this morning $TK +3.5% and $TNK +1.0% lol.
$TK -3%, $TNK -0.50%. Hmm!
Containership capacity in balance despite high newbuilding levels lloydslist.com/LL1149014/Cont…
That would be crazy!
I have seen enough, Red Sea is closed for the rest of 2024, position accordingly
@joeriwestland Ya, if this doesn’t make these guys think twice….
@joeriwestland Seems like ‘25 is going to be the big year. Almost here…..
$VAL headed to $120 as $650k/d contracts start, as $RIG likely hits $3. 100% downside risk. Why would industry leaders move together on a day to day basis & both trade down when 1 has bad news? Buybacks make $VAL superior, paying down debt rarely increases stock price $NE $TDW
NETANYAHU TOLD BLINKEN DURING THEIR MEETING TODAY HE WON'T ACCEPT A DEAL THAT WILL INCLUDE ENDING THE WAR: AXIOS
Bloomberg Finally realizing and reporting that the Red Sea disruptions are going to extend into 2H 2024. Wow a few months late on finally realizing this 🙄.
Global Shipping Faces Prospect of Red Sea Diversions All Year #oott bloomberg.com/news/newslette…
Checking back on the April poll, actuals came in about reverse. Both LPG and containers had huge months, hard to say which was better. Car Carriers also had a huge month. Dry Bulk was solid and tankers ended last. Either way, shipping way out performed the broad indices in…
April US other shipping equity performance; LPG strong: - Best: $DLNG +28% - Runner Ups: $LPG +7% - Other Gainers: $GASS +5%, $CDLR +3%, $FLNG +2%, $GLNG +2%, $KNOP +2% - Small Decliners: $SFL -1%, $DLNG -2% - Flattish: $SFL +1%, $EURN +0.5% - Worst: $CLCO -3%
April US container equity performance; strong month overall: - Best: $ZIM +31% - Runner Up: $GSL +12% Flat - Middle: $DAC +6%, $CMRE +6% - Decliners: $CPLP -4%, $MATX -4% - Worst: $ESEA -6%
#Russia: Ukrainian Drone Attack Sets Major Russian Oil Refinery on Fire Rosneft’s Ryazan plant, one of Russia’s largest, hit by drones Three killed in Russian missile barrages on Odesa and Kharkiv #oott bloomberg.com/news/articles/…
Capesize index: 17,553 (+138) FFAs start May down. May Capes trading 6000 over current spot. @braemarscreen $NMM $SBLK $BDRY $HSHP $GRIN $GOGL $GNK $PANL $SB $SHIP
April US dry bulk equity performance, solid month of gains: - Best: $GRIN +33% - Runner Up: $SHIP +10% - Strong Gainers: $GOGL +9%, $HSHP +6%, $GNK +5% - Other Gainers: $PANL +3%, $DSX +3%, $SBLK +2%, $NMM +1%, $SB +1% - Decliners: $EDRY -3%, $USEA -6% - Worst: $BDRY -8%